Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

Morgan Stanley Investment Management China (MSIM China) strives to provide diverse investment management services to a full spectrum of clients across both individual and institutional investors. Established as a joint venture in 2008, MSIM China became fully owned by Morgan Stanley Investment Management in 2023.

Job Responsibilities:

1. Responsible for the development, maintenance and daily service of institutional clients in China, including client visits, providing financial management/investment advisory, providing post-sales service, etc., to improve client satisfaction and stickiness.
2. Responsible for gauging in-depth understanding of the needs of various bank and non-bank institutional clients with respects to their asset allocation, organizing client service activities, and promoting the company's products and brands.
3. Responsible for maintaining & updating CRM database in accordance with the company's requirements, including potential investors, collecting, sorting and analyzing client investment preferences, etc., to ensure that client information data is refreshed and briefed timely, effectively and completely.
4. Referencing to the sales tasks and targets assigned, formulate and strictly implement the sales plan for China area and individuals to ensure that the sales target is achieved.
5. Lead and manage the China Institutional Sales team

Job Requirements:

1. Full-time bachelor's degree or above, with more than 10 years of institutional sales experience in fund management companies, and at least 3 years of team management experience.
2. Solid client relationship with in-depth knowledge of the industry and various types of products and have a strong sense of risk compliance.
3. Strong written and oral communication skills, good communication and coordination skills.
4. Positive and proactive working attitude, able to accept appropriate business trips, overtime, etc.
5. Have a strong sense of teamwork, adherence to various work arrangements, and have strong execution ability.
6. Possess China fund practitioner qualifications (AMAC).
7. Proficiency in English and Chinese.